August 2009
August 30, 2009 –
A popular topic around here are the "real" holdings of players and related to that the question of "how strongly the fell about" the calls they make. While I think that the "track record" of the calls made here is really what should be considered as important (for my track record see this post) I don't see why I should not tell people what I am currently holding. So here are some stocks I am currently holding. [more]
August 26, 2009 –
performance update
August 24, 2009 –
Quite a few "caps" game players appear to be rather "confident" the STEC rally will continue. Very limited "profit taking".
August 23, 2009 –
S&P 500 index March 2009 rally in green vs. NASDAQ 100 index January 1987 rally
August 20, 2009 –
performance update
August 19, 2009 –
Update on the VW Porsche Saga [more]
August 18, 2009 –
As I mentioned before the greater than 1000 score point days have become pretty frequent as of late for quite a few "caps" game players. Today has been a pretty average day with the benchmark, the S&P 500 index" currently "up" a little more than 1%. Now have a look at the changes in score points of some of the "top" players. This is one of my favourite "top lists" as it is ordered by total score points. That of course does not correlate perfectly with "stock picking talent" but at least this ridiculous "accuracy" is taken out of the game. Interesting is of course also the "average score point" number, at least if you combine it with the average "holding period" (period that starts with the time the call is made and ends with the time the call was ended or with today for the calls that have not been ended). [more]
August 17, 2009 –
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August 17, 2009 –
I have renamed my 11 players that were not named "portefeuille". [more]
August 15, 2009 –
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August 13, 2009 –
similar to my list but "less research" or "more risk"
August 08, 2009 –
relative change for the stocks that are the objects of "outperform" calls made here before 08/07/09. [more]
August 06, 2009 –
Am I the only one who does there little "pseudo calculations" to see whether numbers make sense? somewhat. [more]
August 04, 2009 –
" ... and you are getting a transfer therefore of resources from the personal sector to the corporate sector ... " [more]
August 03, 2009 –

enlarge
i like contra-indicators!
August 02, 2009 –
an innocent looking rule that may have produced a multi-million dollar damage (already and there is more to come) [more]
August 01, 2009 –
Has anyone developed an automated system that uses the "caps" calls? Even the obviously flawed star ranking system could (in the period that this paper studies) be used to "outperform" the benchmark by a nice margin (as is shown in the paper). All calls are public and it would really be a waste to not use them. [more]
August 01, 2009 –
Results 1 - 10 of about 26,900 from fool.com for bear. (0.57 seconds) [more]